Western Wealth Management’s Fidelity MSCI Health Care Index ETF FHLC Stock Holding History

Western Wealth Management’s Portfolio FHLC Stock Details FHLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$372K	Sell	4,813 -39	-0.8%	-$2.8K	0.01%	759
2026 Q1	$341K	Sell	4,852 -54	-1%	-$3.98K	0.01%	757
2025 Q4	$364K	Buy	4,906 +8	+0.2%	+$576	0.02%	602
2025 Q3	$328K	Buy	4,898 +9	+0.2%	+$581	0.02%	570
2025 Q2	$313K	Buy	4,889 +9	+0.2%	+$573	0.02%	545
2025 Q1	$333K	Buy	4,880 +8	+0.2%	+$549	0.02%	504
2024 Q4	$318K	Sell	4,872 -69	-1%	-$4.79K	0.02%	591
2024 Q3	$360K	Buy	4,941 +135	+3%	+$9.66K	0.02%	548
2024 Q2	$330K	Buy	4,806 +903	+23%	+$61K	0.02%	464
2024 Q1	$272K	Buy	3,903 +31	+0.8%	+$2.1K	0.02%	533
2023 Q4	$250K	Sell	3,872 -5	-0.1%	-$305	0.02%	601
2023 Q3	$235K	Buy	3,877 +6	+0.2%	+$377	0.02%	568
2023 Q2	$244K	Sell	3,871 -52	-1%	-$3.26K	0.02%	558
2023 Q1	$241K	Buy	3,923 +7	+0.2%	+$434	0.02%	557
2022 Q4	$251K	Sell	3,916 -5,636	-59%	-$352K	0.03%	516
2022 Q3	$550K	Buy	9,552 +1,721	+22%	+$106K	0.03%	448
2022 Q2	$476K	Buy	7,831 +15	+0.2%	+$931	0.03%	490
2022 Q1	$514K	Buy	7,816 +3,332	+74%	+$212K	0.02%	524
2021 Q4	$310K	Buy	+4,484	New	+$295K	0.03%	459
2021 Q2	$230K	Buy	3,607 +3	+0.1%	+$185	0.02%	563
2021 Q1	$213K	Buy	3,604 +4	+0.1%	+$237	0.03%	489
2020 Q4	$208K	Buy	+3,600	New	+$199K	0.03%	440

Other funds holding FHLC

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WAM

Weatherly Asset Management Del Mar, California $1.4B AUM 36.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Western Wealth Management's FHLC Position: Q2 2026 in Review

Western Wealth Management reduced its Fidelity MSCI Health Care Index ETF (FHLC) stake by 0.8% in Q2 2026, selling an estimated $2.8K and leaving 4,813 shares worth $372K. The position accounts for 0.01% of the portfolio, ranked #759.

Western Wealth Management first reported a position in FHLC in Q4 2020 and has held it in 22 quarters since. The position peaked at $550K in Q3 2022. 381 funds tracked by Wall St. Rank hold FHLC as of Q2 2026.

Western Wealth Management held 4,813 shares of Fidelity MSCI Health Care Index ETF worth $372K as of Q2 2026.
Western Wealth Management sold 39 Fidelity MSCI Health Care Index ETF shares in Q2 2026, an estimated $2.8K.
Fidelity MSCI Health Care Index ETF made up 0.01% of Western Wealth Management's portfolio in Q2 2026, its #759 holding.
Western Wealth Management first reported a position in Fidelity MSCI Health Care Index ETF in Q4 2020 and has held it in 22 quarters since.
Western Wealth Management's Fidelity MSCI Health Care Index ETF position peaked at $550K in Q3 2022.
381 funds tracked by Wall St. Rank held Fidelity MSCI Health Care Index ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.